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Create a Service category

  1. From the administration bar, select Workbench, then My Dashboard.

  1. Navigate to the Content types box and select the Add service category button under the drop-down menu beside Service

  2. In the Service name field, type the Service name using sentence case.

  3. Select Save at the bottom of the page.

Save Page Screenshot.png

Optional fields

Optional information can be added to a Service category found under the Edit tab of a Service:

 Term lock

If the Term lock checkbox if checked, a term cannot be edited or deleted for the Catalog.

 Description

You can enter a Description of the Catalog.

 Tabs to display

You can select any applicable Tabs to display for the Catalog.

Note: In order to add details relating to a tab (e.g. Audience) the tab must be selected in this list.

 Relations

You can select the Relations tab and choose a Parent term


Create a Service

Note: a Service category must be created first, then populated with Services.

  1. From the administration bar, select Workbench then My Dashboard.

  1. In the Content types box, select the Add button beside Catalog item.

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Required fields

  1. In the Name field, type the Catalog item name using sentence case.

Screenshot 2024-04-02 at 13.38.50.png
  1. Select a Catalog.

Note: Multiple catalogs are intentionally not allowed to be populated with the same item.

  1. Enter a Description of content.

Screenshot 2024-04-01 at 13.54.43.png

Note: A Description of content must be brief and concise description of the item’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Catalog item is shared or searched.

  1. Select Draft from the Revision state field.

Revision State Screenshot.png
  1. Select Save at the bottom of the page.

Save Page Screenshot.png

Note: To add content to your Catalog item, this can be done via the Layout tab. You can review Block types: Content to view Block options.


Optional fields

Optional information can be added to Catalog items found under the Edit tab of a Catalog item:

 Item summary

The Item summary functions as a short summary of what the Catalog item is about when previewing the item in a Catalog.

 Associated image

The Associated image functions as a thumbnail when sharing a Catalog item in social networks and other services.

Add media Screenshot.png
  1. Locate Associated image under Meta tag information for social media sharing/search/etc.

  2. Select Add media.

  3. Add an image or select an image previously uploaded to your site. To add an image:

    1. Select Browse... in the Add file box and choose an image from your files.

    2. Fill in the mandatory Name field (it will default to the original file name) and Alternative text field (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field.

  4. Select Save.

  5. If not already selected, select the image by checking its box from the image gallery.

  6. Select Insert selected.

 Media settings

Media settings can be accessed through the Media drop down.

Screenshot 2024-04-02 at 13.59.25.png

 Menu settings

The Menu settings drop down allows you to change whether the Catalog item appears in the menu and how it appears:

Screenshot 2024-04-02 at 14.04.44.png

Checking Place in site hierarchy box enables you configure how your Catalog item appears in the menu.

  • Checking the Add menu link box will add your Catalog item to the main menu.

  • The Menu link title field allows you to edit the Catalog item title in the main menu.

Note: The title in the Menu link title field can be different from your Catalog item Name.

  • The Description field allows you to add a description that will show when hovering over the menu link.

  • The Parent link drop down allows you to choose where in the menu your item occurs.

Note: By default, the Parent link is set to Main navigation.

  • The Weight field allows you to choose the order that your menu items are displayed.

Note: Lower weights display before higher weights.

 Scheduling options

Scheduling options allows you to change the Revision state of your Catalog item.

Screenshot 2024-04-02 at 14.05.24.png

Publish on allows you to select a date that the page will publish.

Publish/unpublished states

select a date and time for the page state to be changed to Published/Unpublished.

 URL redirects

URL redirects allows you to add a URL redirect to your Catalog item.

Screenshot 2024-04-02 at 14.05.49.png
 URL alias

The Catalog item automatically generates a URL based on the item Name and its place in the site hierarchy. It is best practice to select Generate automatic URL alias for uniformity across your site. To create a custom alias:

Screenshot 2024-04-02 at 14.06.12.png
  1. Unselect the Generate automatic URL alias box.

  2. Manually enter a new URL alias.

Note: Do not add a trailing backslash (/) to the alias. Replace any spaces with a dash (-). When entering a custom URL make sure it is still reflective of the content that it will be displaying.

 Authoring information

Authoring information allows you to change the author information for the Catalog item. Authoring information defaults to the user who created the page and when the item was created originally.

Screenshot 2024-04-02 at 14.06.55.png
  • Filling out the Authored by field allows you to select a user to be displayed as the page author.

  • The Authored on allows you to manually sets the date and time the page was created.

 Promotion options

Promotion options allows you to edit how the Catalog item is promoted.

Screenshot 2024-04-02 at 14.07.08.png
  • Promoted to front page allows your page to be promoted to the front page.

 Page display options

Page display options allow you to optionally turn off site menus and titles for your Catalog item.

Page Display Options Screenshot.png

Note: this option should not be used for accessibility reasons.

 Simple XML sitemap (ask charlotte)

dont know

 Revision log

The Revision log message is an option to comment on the update and changes to the Catalog item. This message will appear in the entry when viewing the Revisions tab of the Catalog item.

Screenshot 2024-04-02 at 14.07.57.png


Delete (site managers only)

 Delete a Web page

The Delete tab is only visible to site managers. The Delete tab permanently deletes a Catalog item and all associated content.

Delete page Screenshot.png

Note: all links to this page will break.

To delete a Catalog item:

  1. Select the Delete tab.

  2. Select the Delete button.


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